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SKYLINE FINANCIAL NORTHWEST

PORTLAND, OR · CRD 146844 · IAPD ↗ · skylinefinancialnw.com · 888-739-7369

$148.3MRegulatory AUM
3Advisory reps
3Employees
1Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SKYLINE FINANCIAL NORTHWEST notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — SKYLINE FINANCIAL NORTHWEST reported RAUM up 33% ($111.3M -> $148.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — SKYLINE FINANCIAL NORTHWEST now reports custody of client assets ($38.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — SKYLINE FINANCIAL NORTHWEST (PORTLAND, OR) is newly SEC-registered with $111.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.